WFAG
Wescott Financial Advisory Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
10,537
+11
| +0.1% | +$5.34K | 0.49% | 35 |
|
|
2025
Q1 | $5.61M | Buy |
10,526
+50
| +0.5% | +$26.6K | 0.58% | 31 |
|
|
2024
Q4 | $4.75M | Buy |
10,476
+179
| +2% | +$81.1K | 0.49% | 32 |
|
|
2024
Q3 | $4.74M | Hold |
10,297
| – | – | 0.51% | 34 |
|
|
2024
Q2 | $4.19M | Buy |
10,297
+7,143
| +226% | +$2.91M | 0.49% | 36 |
|
|
2024
Q1 | $1.33M | Sell |
3,154
-144
| -4% | -$60.6K | 0.17% | 66 |
|
|
2023
Q4 | $1.18M | Sell |
3,298
-4
| -0.1% | -$1.43K | 0.16% | 67 |
|
|
2023
Q3 | $1.16M | Buy |
3,302
+4
| +0.1% | +$1.4K | 0.21% | 62 |
|
|
2023
Q2 | $1.12M | Sell |
3,298
-57
| -2% | -$19.4K | 0.2% | 64 |
|
|
2023
Q1 | $1.04M | Buy |
3,355
+82
| +3% | +$25.3K | 0.23% | 63 |
|
|
2022
Q4 | $1.01M | Buy |
3,273
+237
| +8% | +$73.2K | 0.22% | 63 |
|
|
2022
Q3 | $811K | Buy |
3,036
+216
| +8% | +$57.7K | 0.23% | 59 |
|
|
2022
Q2 | $770K | Buy |
2,820
+143
| +5% | +$39K | 0.21% | 63 |
|
|
2022
Q1 | $945K | Buy |
2,677
+1,687
| +170% | +$596K | 0.24% | 56 |
|
|
2021
Q4 | $296K | Sell |
990
-788
| -44% | -$236K | 0.15% | 54 |
|
|
2021
Q3 | $485K | Buy |
1,778
+153
| +9% | +$41.7K | 0.27% | 40 |
|
|
2021
Q2 | $452K | Sell |
1,625
-17
| -1% | -$4.73K | 0.27% | 42 |
|
|
2021
Q1 | $419K | Buy |
1,642
+382
| +30% | +$97.5K | 0.27% | 40 |
|
|
2020
Q4 | $292K | Buy |
+1,260
| New | +$292K | 0.21% | 45 |
|